Customer Success Associate

Key Responsibilities:

Customer Relationship Management

• Support the Customer Success Manager in managing assigned customer accounts and maintaining ongoing engagement.
• Assist with customer onboarding, product training sessions, and adoption initiatives.
• Serve as an additional point of contact for customer queries and ensure timely resolution.

Billing, Renewals & Collections

• Ensure

  timely creation and delivery of invoices

  to customers.
• Take ownership of

  collections initiatives

  to follow up and close

  outstanding payments

  .
• Coordinate

  contract renewals

  , ensuring timely triage and communication with customers and internal stakeholders.
• Prepare and manage

  change request billings

  ,

  contract addendums

  , and

  extensions

  as required.

Reporting & Internal Coordination

• Maintain accurate and updated customer information, renewal status, and correspondence in the CRM.
• Generate customer usage, renewal, and billing reports for internal review.
• Collaborate with cross-functional teams including Finance, Sales, and Support to ensure smooth operations and customer satisfaction.
• Assist in gathering customer feedback, testimonials, and references for marketing and success stories.

Qualifications & Skills:

• Bachelors degree

  in Business, Finance, or a related field.

• 2–5 years of experience

  in Customer Success, Account Management, or Billing Operations (preferably in a SaaS or technology-based organization).
• Strong communication, interpersonal, and relationship-building skills.
• Excellent attention to detail, time management, and organizational abilities.
• Proficiency with CRM systems (e.g., Salesforce, HubSpot, or Zoho) and spreadsheet tools (Excel or Google Sheets).
• Basic understanding of invoicing, contract management, and collections processes.